Integrate Fluent Forms with Pipedrive
Send information between Fluent Forms and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Pipedrive for each form entry generated by Fluent Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Pipedrive using the form inputs received in Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact person for the selected organization in Pipedrive.
Create a new contact in Pipedrive for each form entry generated by Fluent Forms
Fluent Forms + Pipedrive
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Supported triggers and actions
Integrate Fluent Forms and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form is submitted
Activity created
Triggers when a new activity is created
Note added
Triggers when a new note is added
Note updated
Triggers when an existing note is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal updated
Triggers when any detail of an existing deal is updated
Contact person created
Triggers when a new contact person is created
Pipeline created
Triggers when a new pipeline is created
Organization created
Triggers when a new organization is created
Pipeline stage created
Triggers when a new pipeline stage is created
All Actions - Actions are the automated tasks
Create contact person
Creates a new contact person for the selected organization
Create organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update deal
Updates the details of an existing deal
Create activity
Creates a new activity
Create product
Creates a new product
Create deal
Creates a new deal
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update notes
Updates an existing note
Update activity
Updates the details of an existing activity
Fetch activity
Fetches the details of the user activities
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by name
Fetches the details of an existing person record by name
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
What is Fluent Forms?
Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms
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What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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